Bank Loans Associate

Become a part of our Investment Operations team as a Fund Servicing Associate, where your skills will drive client service excellence. Engage in a dynamic environment that fosters innovation and creativity, while ensuring smooth operations and timely issue resolution. Elevate your leadership capabilities and contribute significantly to our team's success.

Job Summary

As a Fund Servicing Associate within our Investment Operations team, you will have the opportunity to provide premium quality client service to our Fund Services clients. You will play a crucial role in ensuring deadlines are met and maintaining the smooth operation of our team. While working closely with various teams within JPM Fund Services, you will also have the responsibility of ensuring a standardized, efficient process and timely escalation of any potential issues.

Job Responsibilities

• Oversee day-to-day operations of a team within Investment Operations.
• Lead review and monitoring of Client Satisfaction for Bank Loans transactions.
• Review daily/monthly work processes for team members.
• Ensure staff awareness of daily tasks and deadlines.
• Conduct group meetings with Group Managers for feedback and communication.
• Communicate with JPM Fund Services Client Service, Product, Sales, and Technology.
• Ensure standardized, efficient processes and timely escalation of issues.

Required qualifications, capabilities, and skills

• Possess 8 years of experience within financial services, specifically Fund Services.
• Demonstrate experience in end-to-end Reconciliation, Trades, and Settlement.
• Understand the NAV delivery process completely.
• Communicate effectively with internal and external clients.
• Exhibit strong knowledge of all investment types.
• Maintain a keen eye for detail, processes, and deadlines.
• Motivate staff and provide feedback when needed.

Preferred qualifications, capabilities, and skills:

• Hold a Bachelor’s Degree.
• Possess detailed working knowledge of financial data providers like Bloomberg.
• Experience working with syndicated bank loans